Retirement Inside Out with Tom Lamendola
Retirement Inside Out with Tom Lamendola
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Building a Scalable Advisory Business with Paul Carpenter

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Building a Scalable Advisory Business with Paul Carpenter

What if growing your practice wasn't about finding more leads, but making every conversation count? In this episode, Tom is joined by Paul Carpenter, sales coach and trainer at SERVEFIRST, to discuss how advisors can build more effective, scalable practices. They explore the mindset and process behind stronger client conversations and a more efficient path from first appointment to lasting relationships.

Here's some of what we discuss in this episode:

📈 Scaling Practices: Build a repeatable sales system

🔢 Know Numbers: Track conversion and closing rates

🎤 Seminars: Attract prospects with real concerns

🎯 Qualification: Focus on the right-fit families

🧠 Communication: Match messaging to personality styles

Connect with Paul: https://www.paulcarp.com

SERVEFIRST: https://zoneinsights.thinkific.com

Learn About FIG: https://www.figmarketing.com

800-527-1155

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